Peter Levine

Equity Analyst, Evercore
· tracked since May 2026
Calls
2
Win Rate
50.0%
return
+29.9%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 1
30d 1
90d 1
Best Calls
OKTA Long +66.0%
Worst Calls
PANW Long -6.2%
Most Mentioned
PANW ×1
OKTA ×1
Recent Calls
PANW Long 3 days ago
OKTA Long 3 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +29.9% Long Return +29.9% Short Return -
Average Return
7d +19.9%
30d +27.5%
90d +30.5%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
PANW Palo Alt... Palo Alto Networks, Inc.
Long
Sep 01
$355.80
-6.2%
Palo Alto full-stack security benefits from AI.
Palo Alto Networks is a full-stack security play for AI infrastructure: AI traffic requires identity, authentication, automation, and upgraded hardware appliances. Enterprise IT budgets are shifting toward security because AI deployment requires more security tools, and the quarter was strong with guidance in line to slightly above.
Cybersecurity
YOUTUBE
OKTA Okta, Inc. Okta, Inc.
Long
May 28
$103.00
+66.0%
Okta central to AI identity security
Okta is well-positioned as the central identity security platform for the AI era. Every AI agent and copilot needs authentication and governance, and Okta's RPO (remaining performance obligations) ticked higher for the first time in several quarters, indicating improving sales execution. The company's conservative guidance leaves room for upside.
Cybersecurity
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Peter Levine has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: PANW, OKTA.